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# ![@efarrellgregory Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1861537298808246272.png) @efarrellgregory Farrell Gregory

Farrell Gregory posts on X about china, in the, link, future the most. They currently have [---] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

### Engagements: [-----] [#](/creator/twitter::1861537298808246272/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1861537298808246272/c:line/m:interactions.svg)

- [--] Week [-------] -81%
- [--] Months [---------] +6,633%
- [--] Year [---------] +112%

### Mentions: [--] [#](/creator/twitter::1861537298808246272/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1861537298808246272/c:line/m:posts_active.svg)

- [--] Week [--] -67%
- [--] Months [--] -75%
- [--] Year [---] +162%

### Followers: [---] [#](/creator/twitter::1861537298808246272/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1861537298808246272/c:line/m:followers.svg)

- [--] Week [---] +3.10%
- [--] Months [---] +67%
- [--] Year [---] +545%

### CreatorRank: [---------] [#](/creator/twitter::1861537298808246272/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1861537298808246272/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[countries](/list/countries)  29% [finance](/list/finance)  8% [travel destinations](/list/travel-destinations)  2% [vc firms](/list/vc-firms)  1%

**Social topic influence**
[china](/topic/china) 15%, [in the](/topic/in-the) 9%, [link](/topic/link) 7%, [future](/topic/future) 5%, [copper](/topic/copper) #1690, [ai](/topic/ai) 4%, [if you](/topic/if-you) 3%, [chain](/topic/chain) 3%, [saudi arabia](/topic/saudi-arabia) 3%, [the most](/topic/the-most) 2%

**Top accounts mentioned or mentioned by**
[@joinfai](/creator/undefined) [@simonsarris](/creator/undefined) [@thomashochman](/creator/undefined) [@americanmoment](/creator/undefined) [@defenseanalyses](/creator/undefined) [@sourishjasti](/creator/undefined) [@zoeytang1007](/creator/undefined) [@intelchentwo](/creator/undefined) [@vishnuman0](/creator/undefined) [@antondleicht](/creator/undefined) [@saroshnagar](/creator/undefined) [@liampatell](/creator/undefined) [@samwinterlevy](/creator/undefined) [@adoricko](/creator/undefined) [@hamandcheese](/creator/undefined) [@johnarnold](/creator/undefined) [@oyhsu](/creator/undefined) [@aarmlovi](/creator/undefined) [@timhwang](/creator/undefined) [@arisroussinos](/creator/undefined)

**Top assets mentioned**
[Oklo Inc. (OKLO)](/topic/$oklo)
### Top Social Posts
Top posts by engagements in the last [--] hours

"related to this site from @SourishJasti: magnesium is both one of the most needed materials for mass robotics and one of the most China-concentrated materials from the US perspective like Nd Pr and copper: the U.S. might face both supply constraints and China threats at once 1/ General-purpose robotics is the rare technological frontier where the US / China started at roughly the same time and there's no clear winner yet. To better understand the landscape @zoeytang_1007 @intelchentwo @vishnuman0 and I spent the last [--] weeks creating a deep dive https://t.co/6ZMspXRr4o 1/ General-purpose"  
[X Link](https://x.com/efarrellgregory/status/2019129928479044032)  2026-02-04T19:24Z [---] followers, [---] engagements


"international tin council mentioned The Trump administration wants to create a critical minerals trading bloc that will use tariffs to maintain price floors and defend against Chinese cheaper supply. (Dj vu of 20th century commodity policymaking -- anyone old enough to remember the International Tin Council) The Trump administration wants to create a critical minerals trading bloc that will use tariffs to maintain price floors and defend against Chinese cheaper supply. (Dj vu of 20th century commodity policymaking -- anyone old enough to remember the International Tin Council)"  
[X Link](https://x.com/efarrellgregory/status/2019174037914857971)  2026-02-04T22:19Z [---] followers, [----] engagements


"get ready for more "unhinged" commodity pricing--copper especially Copper prices have been high they likely have to go much higher to close the supply - demand gap. We just published on this today: https://t.co/F62Fr7Pm0L Copper prices have been high they likely have to go much higher to close the supply - demand gap. We just published on this today: https://t.co/F62Fr7Pm0L"  
[X Link](https://x.com/anyuser/status/2018355104458444974)  2026-02-02T16:05Z [---] followers, [---] engagements


"bottom graph is US global share over the past five years immediate need to catch up New @JoinFAI report on export promotion: How we go about exporting the American AI stack matters enormously. Here the brilliant @anton_d_leicht @saroshnagar @LiamPatell & @SamWinterLevy argue to focus on what's most effective: deep targeted investments in priority markets. https://t.co/JxGvhevWPB New @JoinFAI report on export promotion: How we go about exporting the American AI stack matters enormously. Here the brilliant @anton_d_leicht @saroshnagar @LiamPatell & @SamWinterLevy argue to focus on what's most"  
[X Link](https://x.com/efarrellgregory/status/2019544502038409267)  2026-02-05T22:51Z [---] followers, [----] engagements


"I'm writing a thesis on Chinese perspectives on the potential of AGI AI [----] scenario predicted that early [----] would see widespread use of agentic coding agents. It has. The next development would be China waking up mid-2026 to the full potential of AI. We'll see"  
[X Link](https://x.com/efarrellgregory/status/2019878633771499727)  2026-02-06T20:59Z [---] followers, [---] engagements


"RT @ADoricko: Mankind was made to explore the stars and construct monuments to majesty But we celebrate gamblegooning and dopaminergic ens"  
[X Link](https://x.com/efarrellgregory/status/2020592863780995431)  2026-02-08T20:17Z [---] followers, [---] engagements


"Not all minerals are equally critical I put together a study guide with @americanmoment that focuses only on the most important opportunities for reindustrializing raw material production capacity and decreasing reliance on China. No group I'd rather work with. Read here: NEW: Critical Minerals An Introduction ⚙⚡ We dont have a critical minerals problemwe have a prioritization problem. Our latest Study Guide this one alongside @efarrellgregory and @JoinFAI is out now: https://t.co/sTwYNvF2tc NEW: Critical Minerals An Introduction ⚙⚡ We dont have a critical minerals problemwe have a"  
[X Link](https://x.com/anyuser/status/2021248999005520086)  2026-02-10T15:44Z [---] followers, [----] engagements


"a slow process over decades but my generation is now left absolutely no with widely-acceptable moral language to counter sin. none what's left is widespread ambivalence and small-mindneness and lack of concern for one's fellow man let people just enjoy things. people should be allowed to make their own decisions. as long as they're not hurting anyone else it's fine when the reliable pathways to a better life are systemically closed when commitment and dignified work are no longer options for so many how can you be surprised all that remains is the nihilistic embrace of chance and those who"  
[X Link](https://x.com/efarrellgregory/status/2021268059022032994)  2026-02-10T17:00Z [---] followers, [----] engagements


"do things that matter. this is a good way to get started: America is the greatest country in the world. But we need more founders working on real problems. If you are in the early stages of building something that matters you have to be in El Segundo. Apply to the Spring Cohort in bio. Deadline February 20th. https://t.co/wPhXt7gygf America is the greatest country in the world. But we need more founders working on real problems. If you are in the early stages of building something that matters you have to be in El Segundo. Apply to the Spring Cohort in bio. Deadline February 20th."  
[X Link](https://x.com/efarrellgregory/status/2021274231636455533)  2026-02-10T17:25Z [---] followers, [---] engagements


"the minerals arent some disconnected policy vertical. revitalize mineral production as part of a stronger industrial base with better jobs for american workers. decrease foreign reliance for fewer entanglements abroad. its all connected American Moment's Study Guides are the key to understanding the critical policy problems and praxis that we prioritize in the America First movement. If you are a junior policy staffer looking to learn more about critical minerals this is the study guide for you. American Moment's Study Guides are the key to understanding the critical policy problems and"  
[X Link](https://x.com/efarrellgregory/status/2021342011270496748)  2026-02-10T21:54Z [---] followers, [----] engagements


"RT @hamandcheese: It's worse than than that. A pure software singularity could cause a sudden reversal of fortunes for the US: our compara"  
[X Link](https://x.com/efarrellgregory/status/2021352952628400639)  2026-02-10T22:37Z [---] followers, [--] engagements


"RT @DefenseAnalyses: America needs a new breed of defense intellectual https://defenseanalyses.org/fellowship/ https://defenseanalyses.org/fellowship/"  
[X Link](https://x.com/efarrellgregory/status/2021986756296683590)  2026-02-12T16:36Z [---] followers, [--] engagements


"good possibly the best output https://www.thefai.org/posts/quarterly-update-q4-2024 https://www.thefai.org/posts/quarterly-update-q4-2024"  
[X Link](https://x.com/efarrellgregory/status/1869769808700698784)  2024-12-19T15:40Z [---] followers, [---] engagements


"you people have no idea what it's like to live in england"  
[X Link](https://x.com/efarrellgregory/status/1869782640490140120)  2024-12-19T16:31Z [---] followers, [----] engagements


"@johnarnold Just 15% of global GDP on PPP adjusted basis. What's the source for the other stats Would be helpful for a book review I'm writing"  
[X Link](https://x.com/efarrellgregory/status/1870487275483857107)  2024-12-21T15:11Z [---] followers, [---] engagements


"@oyhsu this but unironically"  
[X Link](https://x.com/efarrellgregory/status/1870979510759563652)  2024-12-22T23:47Z [---] followers, [---] engagements


"America has the drive and resources to overcome our foreign critical mineral reliance -- we just need the administrative state to get out of the way. How Congress and state legislatures can embrace the movement to build: link below"  
[X Link](https://x.com/efarrellgregory/status/1871236576115556588)  2024-12-23T16:49Z [---] followers, [---] engagements


"I argue in at mining dot com: the proposition is simple: no longer rely on China for lithium. there's a tech issue to overcome if we want to unlock domestic sources but building American replacements to PRC-based lithium processors is possible right now. link below:"  
[X Link](https://x.com/efarrellgregory/status/1872230023215866230)  2024-12-26T10:36Z [---] followers, [---] engagements


"After the collapse of the Scholz government elections in February are an opportunity to change course. Germany's defense spending is still insufficient -- imperiling support for Ukraine and positioning for any future negotiations. My analysis below:"  
[X Link](https://x.com/efarrellgregory/status/1872651954079646180)  2024-12-27T14:33Z [---] followers, [---] engagements


"when the (allegedly) world-class library has a critical review of the selected writings but not the selected writings themselves"  
[X Link](https://x.com/efarrellgregory/status/1872752815409643981)  2024-12-27T21:13Z [---] followers, [---] engagements


"@simonsarris in lichtenstein tonight. didnt know about this place will stop by tomorrow"  
[X Link](https://x.com/efarrellgregory/status/1874876444171714563)  2025-01-02T17:52Z [---] followers, [---] engagements


"@aarmlovi Text of the ESA incentivizes this behavior"  
[X Link](https://x.com/efarrellgregory/status/1875621428525199546)  2025-01-04T19:12Z [---] followers, [---] engagements


"worth following @simonsarris bc theres a non-zero chance hell post a recommendation for the random austrian town youre passing through: eight years ago I made a rare solo trip to Austria to wander around some mountains (I really had no idea or plan). I came across a former convent that served a beef soup alas no wheels of cheese https://t.co/UGqcz1w2Qk https://t.co/riQ7Ey2qfp eight years ago I made a rare solo trip to Austria to wander around some mountains (I really had no idea or plan). I came across a former convent that served a beef soup alas no wheels of cheese https://t.co/UGqcz1w2Qk"  
[X Link](https://x.com/efarrellgregory/status/1876740535639028099)  2025-01-07T21:19Z [---] followers, 14.2K engagements


"added bonus: it has toboggans"  
[X Link](https://x.com/efarrellgregory/status/1876741387829309928)  2025-01-07T21:23Z [---] followers, [---] engagements


"@simonsarris very open the woman working there was delightful. not sure how you got there but i just hiked up from the bottom of the mountain. if you have any recommendations for vienna thatll be tomorrow"  
[X Link](https://x.com/efarrellgregory/status/1876744182024339719)  2025-01-07T21:34Z [---] followers, [---] engagements


"moss of southern switzerland:"  
[X Link](https://x.com/efarrellgregory/status/1877837976517886079)  2025-01-10T22:00Z [---] followers, [---] engagements


"In case you want to know why Greenlands utility as a source of rare earth minerals is limited: Some people asked me to elaborate on this and I'm more than happy to do so. So in Greenland there are two major rare earth deposits that often hit the headlines: Kvanefjeld and Tanbreez I'll cover Tanbreez in this post (will write something on Kvanefjeld later) as it has https://t.co/kPdyWH2DOx Some people asked me to elaborate on this and I'm more than happy to do so. So in Greenland there are two major rare earth deposits that often hit the headlines: Kvanefjeld and Tanbreez I'll cover Tanbreez in"  
[X Link](https://x.com/efarrellgregory/status/1878448768699249020)  2025-01-12T14:27Z [---] followers, [---] engagements


"proximity to a botanical garden is an underrated quality of life measure"  
[X Link](https://x.com/efarrellgregory/status/1879930819491619122)  2025-01-16T16:36Z [---] followers, [---] engagements


"@ThomasHochman @JoinFAI with that attitude you'll never do permitting reform in north korea"  
[X Link](https://x.com/efarrellgregory/status/1879943404903363025)  2025-01-16T17:26Z [---] followers, [---] engagements


"Re: this order the NYT argues that invoking the Endangered Species Act exemption is too procedurally onerous to be worth it. But this ignores a key provision: the Secretary of Defense can grant this exemption *automatically* if the project is critical to national security. https://t.co/ZolPqO7C0m Re: this order the NYT argues that invoking the Endangered Species Act exemption is too procedurally onerous to be worth it. But this ignores a key provision: the Secretary of Defense can grant this exemption *automatically* if the project is critical to national security. https://t.co/ZolPqO7C0m"  
[X Link](https://x.com/efarrellgregory/status/1884622290555465807)  2025-01-29T15:19Z [---] followers, [---] engagements


"@ThomasHochman bold assumption that time amongst the amish wouldn't vastly improve my poasting"  
[X Link](https://x.com/efarrellgregory/status/1884986308763758645)  2025-01-30T15:25Z [---] followers, [--] engagements


"@timhwang on it"  
[X Link](https://x.com/efarrellgregory/status/1885042223634399538)  2025-01-30T19:07Z [---] followers, [--] engagements


"soft power is an extension of force projection and perceived superiority. aka hard power. at its best soft power (if it exists) can augment our strength not replace it"  
[X Link](https://x.com/efarrellgregory/status/1886569242704642551)  2025-02-04T00:15Z [---] followers, [---] engagements


"if your definition of soft power is essentially bribes thats workable. if its an effort to promote your own values bc of a misplaced belief in your righteousness thats stupid. weve given away billions under the latter delusion and fallen behind as a result. time to change"  
[X Link](https://x.com/efarrellgregory/status/1886572501431361999)  2025-02-04T00:28Z [---] followers, [---] engagements


"If you're an American watching right now you have no idea how bad it is over here I'm not british but I'm offended on their behalf. their government is (on a range of fronts) subverting the UK's national interest and future"  
[X Link](https://x.com/efarrellgregory/status/1886916405934653752)  2025-02-04T23:15Z [---] followers, [--] engagements


"@arisroussinos im afraid that britain is more likely than not to replace its existing system with something far worse"  
[X Link](https://x.com/efarrellgregory/status/1887277963558728105)  2025-02-05T23:11Z [---] followers, [---] engagements


"vance speech at MSC was not speaking to a european audience. he was talking to americans who urgently need to update their views of europe. the continent is drifting away from our shared civic heritage. US needs a complete shift in policy as a result"  
[X Link](https://x.com/efarrellgregory/status/1890588077095108834)  2025-02-15T02:24Z [---] followers, [---] engagements


"@maxb____ @DefenseAnalyses is this that transatlantic alliance everyone's talking about these days"  
[X Link](https://x.com/efarrellgregory/status/1892978941788340632)  2025-02-21T16:45Z [---] followers, [---] engagements


"you people have no idea what it's like to live in england pt [--] you people have no idea what it's like to live in england https://t.co/vAz6ZpyQaX you people have no idea what it's like to live in england https://t.co/vAz6ZpyQaX"  
[X Link](https://x.com/efarrellgregory/status/1893679869348720992)  2025-02-23T15:10Z [---] followers, [----] engagements


"i've spent a while trying to get people to pay more attention to mineral security. but after several days of "ukraine's rare metal minerals" no more"  
[X Link](https://x.com/efarrellgregory/status/1894535763909394793)  2025-02-25T23:51Z [---] followers, [---] engagements


"Vietnam will likely find balancing between Beijing and Washington more difficult in this administration. A comprehensive set of tariffs will limit Vietnam's industrial appeal. Read my explanation at the Oxford Diplomatic Dispatch: (link below)"  
[X Link](https://x.com/efarrellgregory/status/1894809124300292441)  2025-02-26T17:57Z [---] followers, [---] engagements


"now that we have a Ukraine deal onto Australia: Amidst talks of a mineral deal in Ukraine Farrell Gregory examines the potential of a US investment in Australia' mining sector. Will this improve the US ability to secure critical minerals during Trump [---] Head over to STAIR to find out: https://t.co/GhVMtBfT9h https://t.co/xXmjwysYff Amidst talks of a mineral deal in Ukraine Farrell Gregory examines the potential of a US investment in Australia' mining sector. Will this improve the US ability to secure critical minerals during Trump [---] Head over to STAIR to find out: https://t.co/GhVMtBfT9h"  
[X Link](https://x.com/efarrellgregory/status/1895457178657710211)  2025-02-28T12:53Z [---] followers, [---] engagements


"I wrote an article for mining dot com about what the first month of the trump administration tells us about its future critical mineral policy. link below:"  
[X Link](https://x.com/efarrellgregory/status/1896239653319225575)  2025-03-02T16:42Z [---] followers, [---] engagements


"i'm not going to take the talk of european strategic independence seriously until they put out a rearmament compass"  
[X Link](https://x.com/efarrellgregory/status/1897587210980847758)  2025-03-06T09:57Z [---] followers, [---] engagements


"against British stagnation come through on thursday https://lu.ma/vqfi5jlo https://lu.ma/vqfi5jlo"  
[X Link](https://x.com/efarrellgregory/status/1899077560123658715)  2025-03-10T12:39Z [---] followers, [---] engagements


"we've never been so back @JoinFAI"  
[X Link](https://x.com/efarrellgregory/status/1899102429796303157)  2025-03-10T14:17Z [---] followers, [----] engagements


"US and China are developing competing railroads to secure the cobalt and copper in the DRC. Here's what's going on: 🧵1/8"  
[X Link](https://x.com/efarrellgregory/status/1899828995056652304)  2025-03-12T14:25Z [---] followers, 11.1K engagements


"Lobito (left) is the US-backed project. TAZARA (right) was built by China in the Mao era. It's no coincidence that they lead to the same spot: the logistical heart of African copper and cobalt. 2/8"  
[X Link](https://x.com/efarrellgregory/status/1899828998273691946)  2025-03-12T14:25Z [---] followers, [---] engagements


"Without cobalt America can't make lithium-ion batteries and certain high-performance alloys. Uncertain access to cobalt threatens essential military and commercial manufacturing 3/8"  
[X Link](https://x.com/efarrellgregory/status/1899829000555413945)  2025-03-12T14:25Z [---] followers, [---] engagements


"The FT article is about TAZARA and USAID. But the real story is the increasing effort to solidify access to these resources. It's a question of vertically integrated supply chains. 4/8"  
[X Link](https://x.com/efarrellgregory/status/1899829002124062969)  2025-03-12T14:25Z [---] followers, [---] engagements


"Here are some concerning numbers: DRC supplies 80% of the world's raw cobalt China owns 15/19 best cobalt/copper sites in the DRC China refines 80% of the world's cobalt We're already reliant -- it's just a matter of how tightly China controls the supply chain. 5/8"  
[X Link](https://x.com/efarrellgregory/status/1899829003864703319)  2025-03-12T14:25Z [---] followers, [----] engagements


"It's a race to see who can offer a better extraction route from Katanga to the coasts. TAZARA is poorly maintained and Lobito is just coming together. To accelerate and control their line China is seeking a concession from Tanzania and Zambia. 6/8"  
[X Link](https://x.com/efarrellgregory/status/1899829006247043178)  2025-03-12T14:25Z [---] followers, [---] engagements


"The future of resource security isn't non-binding MOUs and loans. China didn't just finance TAZARA they built it too. If we want to really compete we have to be more active. The FT focus is completely wrong. After decades USAID funds wouldn't square that circle. 7/8"  
[X Link](https://x.com/efarrellgregory/status/1899829008683987027)  2025-03-12T14:25Z [---] followers, [---] engagements


"The Trump admin has already made mineral security a priority issue. In the next few years its Congo/Zambia/Tanzania policy should reflect that urgency. 8/8"  
[X Link](https://x.com/efarrellgregory/status/1899829010697252918)  2025-03-12T14:25Z [---] followers, [---] engagements


"You can read a more in-depth overview that I wrote last year: https://innovation.army.mil/News/Article-View/Article/3938204/china-in-the-democratic-republic-of-the-congo-a-new-dynamic-in-critical-mineral/ https://innovation.army.mil/News/Article-View/Article/3938204/china-in-the-democratic-republic-of-the-congo-a-new-dynamic-in-critical-mineral/"  
[X Link](https://x.com/efarrellgregory/status/1899829012433670332)  2025-03-12T14:25Z [---] followers, [---] engagements


"Saudi Arabia could be a key partner for reducing critical mineral dependence on China. Here's how: 🧵 1/7"  
[X Link](https://x.com/efarrellgregory/status/1901650842471551329)  2025-03-17T15:04Z [---] followers, [----] engagements


"we're already harmed by losing out on manufacturing and its network effects. those consequences will be even more severe unless we choose to reindustrialize. watch vance's speech then read below The thing I really appreciate about VP Vance's discussion of manufacturing here is that he makes a *hayekian* case for reindustrialization. He says that by losing manufacturing we lose the benefits of what he calls "network effects" and specialized urban knowledge clusters. https://t.co/JuCv3zfJ4E The thing I really appreciate about VP Vance's discussion of manufacturing here is that he makes a"  
[X Link](https://x.com/efarrellgregory/status/1902057283011690679)  2025-03-18T17:59Z [---] followers, [----] engagements


"writing a piece and trying to find a snappy name for "reshoring vulnerable raw material supply chains by developing domestic mining and processing capacity as part of a larger strategy of manufacturing revitalization." a bit wordy. jump in with suggestions"  
[X Link](https://x.com/efarrellgregory/status/1902059230133416026)  2025-03-18T18:07Z [---] followers, [---] engagements


"We need to be very careful about how we deal with the DRC. A few thoughts since this idea seems to have legs: 1/5"  
[X Link](https://x.com/efarrellgregory/status/1902450266542121442)  2025-03-19T20:01Z [---] followers, [---] engagements


"we'll see if this changes Niger figured out that China has no real expeditionary military capacity at all and is not actually a world military power. Unlike the USA or even Ru you can actually just kick them out and take the stuff they built. Niger figured out that China has no real expeditionary military capacity at all and is not actually a world military power. Unlike the USA or even Ru you can actually just kick them out and take the stuff they built"  
[X Link](https://x.com/efarrellgregory/status/1902666033753739510)  2025-03-20T10:18Z [---] followers, [---] engagements


"many people are saying The Foundation for American Innovation is when you have drones and information warfare to defend your abundance. The Foundation for American Innovation is when you have drones and information warfare to defend your abundance"  
[X Link](https://x.com/efarrellgregory/status/1903116715132584008)  2025-03-21T16:09Z [---] followers, [---] engagements


"Reindustrialization starts from the ground up. Read my thoughts on VP Vance's American Dynamism speech @TheNatlInterest. Link below"  
[X Link](https://x.com/efarrellgregory/status/1905278291189055549)  2025-03-27T15:18Z [---] followers, [---] engagements


"British Steel has announced plans to close its two blast furnaces in Scunthorpe signalling the end of steel production in the UK after more than [---] years https://t.co/0U2EPof9gb British Steel has announced plans to close its two blast furnaces in Scunthorpe signalling the end of steel production in the UK after more than [---] years https://t.co/0U2EPof9gb"  
[X Link](https://x.com/efarrellgregory/status/1905604310626349452)  2025-03-28T12:54Z [---] followers, [---] engagements


"@JoinFAI apply to work with some of the best people in dc"  
[X Link](https://x.com/efarrellgregory/status/1907101089645629482)  2025-04-01T16:01Z [---] followers, [---] engagements


"it's happening. come through if you're in the vicinity. link below:"  
[X Link](https://x.com/efarrellgregory/status/1907109347903033409)  2025-04-01T16:34Z [---] followers, [---] engagements


"I'm excited about the future. are you"  
[X Link](https://x.com/efarrellgregory/status/1907897770666766612)  2025-04-03T20:47Z [---] followers, [---] engagements


"i'll be home in two months"  
[X Link](https://x.com/efarrellgregory/status/1908598307825607096)  2025-04-05T19:11Z [---] followers, [---] engagements


"@ThomasHochman @SecretaryWright @oklo @DCC_org @NEI Great work"  
[X Link](https://x.com/efarrellgregory/status/1911767504378069290)  2025-04-14T13:04Z [---] followers, [---] engagements


"@JoshuaSteinman America can and should step in to stop Britain. My thoughts: https://nationalinterest.org/feature/us-should-stop-britain-disastrous-chagos-deal https://nationalinterest.org/feature/us-should-stop-britain-disastrous-chagos-deal"  
[X Link](https://x.com/efarrellgregory/status/1912271310874350010)  2025-04-15T22:26Z [---] followers, [---] engagements


"@ZacharyGraves very based in reality"  
[X Link](https://x.com/efarrellgregory/status/1912467703681458355)  2025-04-16T11:26Z [---] followers, [--] engagements


"@TheEdwardHowell @fbasboll @johnmaier_ @MaximumCities see you there"  
[X Link](https://x.com/efarrellgregory/status/1914627748296876215)  2025-04-22T10:30Z [---] followers, [--] engagements


"President Trump chose Saudi Arabia for his first official trip abroad in mid-May. Why In his second term the President has the opportunity to deepen cooperation with Riyadh to further a larger vision of supply chain retrenchment and military rebalancing. 1/10"  
[X Link](https://x.com/efarrellgregory/status/1914695744889532784)  2025-04-22T15:00Z [---] followers, [---] engagements


"that's the entire program: let's use what we have here but geological reality means we'll have to work with partners abroad. You can't undercount how stagnant domestic mining is. Durin will play a big role in making American mining dynamic again Rare earths are critical but there's only one exceptional deposit in the US. We need to be partnering abroad as well Rare earths are critical but there's only one exceptional deposit in the US. We need to be partnering abroad as well"  
[X Link](https://x.com/efarrellgregory/status/1915395576880939028)  2025-04-24T13:21Z [---] followers, [----] engagements


"America will never achieve strategic material independence if we keep allowing this to happen. For far too long our investment has sustained China's leverage against us"  
[X Link](https://x.com/efarrellgregory/status/1915452364598784022)  2025-04-24T17:06Z [---] followers, [---] engagements


"beautiful day"  
[X Link](https://x.com/efarrellgregory/status/1918284136562778338)  2025-05-02T12:39Z [---] followers, [---] engagements


"save me a copy. stateside in three weeks and back to work 🚨 BREAKING: Today FAI and our partners at @AmerCompass @IFP and @newindustrials released the Techno-Industrial Policy Playbook. This series of proposals is a far-reaching framework to restore America's technological leadership industrial might and national security. https://t.co/qbOOmKwUbj 🚨 BREAKING: Today FAI and our partners at @AmerCompass @IFP and @newindustrials released the Techno-Industrial Policy Playbook. This series of proposals is a far-reaching framework to restore America's technological leadership industrial might and"  
[X Link](https://x.com/efarrellgregory/status/1919855901109842410)  2025-05-06T20:44Z [---] followers, [---] engagements


"The Industrial Revolution began in Britain. It shouldn't have to die there. Here's what America can learn from the UK's deindustrialization: What can Americans learn from the British experience with deindustrialization and its consequences @efarrellgregory explains. https://t.co/NX2CrK9zI6 What can Americans learn from the British experience with deindustrialization and its consequences @efarrellgregory explains. https://t.co/NX2CrK9zI6"  
[X Link](https://x.com/efarrellgregory/status/1920474163099132328)  2025-05-08T13:41Z [---] followers, [----] engagements


"@JohnGardnerVoH Appreciate it Gotta love this country to want to fix it"  
[X Link](https://x.com/efarrellgregory/status/1920474399108472905)  2025-05-08T13:42Z [---] followers, [--] engagements


""commerce not chaos" is the new framework for the middle east. relevant article of mine here: Saudi Arabia could be a key partner for reducing critical mineral dependence on China. Here's how: 🧵 1/7 https://t.co/eZWHHPofip Saudi Arabia could be a key partner for reducing critical mineral dependence on China. Here's how: 🧵 1/7 https://t.co/eZWHHPofip"  
[X Link](https://x.com/efarrellgregory/status/1922664998075027948)  2025-05-14T14:47Z [---] followers, [---] engagements


"Worth reading. New tech but bureaucratic challenges haven't changed since WWII. Featured in the Trinity [----] issue of the Oxford Emerging Threats Journal with thanks to the editor @efarrellgregory Autonomous warfare demands a new way of thinking about defence policy if western powers want to outpace CRINK. https://t.co/yhtfU8od78 Featured in the Trinity [----] issue of the Oxford Emerging Threats Journal with thanks to the editor @efarrellgregory Autonomous warfare demands a new way of thinking about defence policy if western powers want to outpace CRINK. https://t.co/yhtfU8od78"  
[X Link](https://x.com/efarrellgregory/status/1924522349660893482)  2025-05-19T17:47Z [---] followers, [---] engagements


"The Emerging Threats Journal Trinity Term [----] v1. Trojan horse data special forces diplomats drone organization and Japanese Navy AI usage:"  
[X Link](https://x.com/anyuser/status/1924523171983528044)  2025-05-19T17:50Z [---] followers, [---] engagements


""free markets shouldnt be the ultimate aim of our politics. Instead we should use them and other tools to improve the well-being of our people." https://www.wsj.com/opinion/jd-vance-the-market-isnt-the-purpose-of-u-s-politics-economics-92a8b3e7 https://www.wsj.com/opinion/jd-vance-the-market-isnt-the-purpose-of-u-s-politics-economics-92a8b3e7"  
[X Link](https://x.com/efarrellgregory/status/1928086345588572438)  2025-05-29T13:49Z [---] followers, [--] engagements


"a few thoughts on @a16z 's critical minerals paper by @rmcentush and @espricewright. thread 🧵"  
[X Link](https://x.com/efarrellgregory/status/1928131219889258720)  2025-05-29T16:48Z [---] followers, [---] engagements


"From exploration extraction processing and manufacturing tech is our edge. But China holds a number of levers that right now only government can respond to: price shocks strategic financing/PRI permitting etc"  
[X Link](https://x.com/efarrellgregory/status/1928131232564384143)  2025-05-29T16:48Z [---] followers, [--] engagements


"I leave england tomorrow after a year of living here. Here's a thread of what I've seen:"  
[X Link](https://x.com/efarrellgregory/status/1928453786432856117)  2025-05-30T14:09Z [---] followers, [---] engagements


"this country is worth fighting for. i wish my british friends the best of luck"  
[X Link](https://x.com/efarrellgregory/status/1928453825192444322)  2025-05-30T14:09Z [---] followers, [---] engagements


"BESSENT : CHINA IS HOLDING BACK PRODUCTS ESSENTIAL TO INDUSTRIAL SUPPLY CHAIN -CBS INTERVIEW BESSENT : CHINA IS HOLDING BACK PRODUCTS ESSENTIAL TO INDUSTRIAL SUPPLY CHAIN -CBS INTERVIEW"  
[X Link](https://x.com/efarrellgregory/status/1929224923198673404)  2025-06-01T17:13Z [---] followers, [---] engagements


"@AidenBuzzetti Relevant for raw material security too https://www.mining.com/the-45x-tax-credit-makes-a-difference-for-us-critical-minerals/ https://www.mining.com/the-45x-tax-credit-makes-a-difference-for-us-critical-minerals/"  
[X Link](https://x.com/efarrellgregory/status/1929520243191197865)  2025-06-02T12:47Z [---] followers, [--] engagements


"Excited to be back Big month for the @joinFAI infra team @The_DanielKing is joining to work on BTM regs bringing the full-time team to a whopping four people. Plus fellows/interns: @efarrellgregory is returning to continue his critical mineral work while @MichaelShinkar will be expanding our Big month for the @joinFAI infra team @The_DanielKing is joining to work on BTM regs bringing the full-time team to a whopping four people. Plus fellows/interns: @efarrellgregory is returning to continue his critical mineral work while @MichaelShinkar will be expanding our"  
[X Link](https://x.com/efarrellgregory/status/1929534245539553706)  2025-06-02T13:43Z [---] followers, [---] engagements


"Why does Trump have such a good relationship with the Saudis US and Saudi are aligned on regional autonomy diplomacy and mutually beneficial development. My thoughts here: (link below)"  
[X Link](https://x.com/efarrellgregory/status/1929550081230799246)  2025-06-02T14:46Z [---] followers, [---] engagements


"parallel between 19th/21st centuries: great power aspirant leveraging human capital through novel educational forms america as a lagging adopter the american education system today is just as unfit for modern needs as it was before prussian inspired reforms in 19th century How has China systematically built a vast pipeline of AI talent My debut feature in FT Magazine explores the pivotal education program behind this achievement weaving in some personal reflections. Chinas Genius Plan https://t.co/MUZTIDaw6g How has China systematically built a vast pipeline of AI talent My debut feature in"  
[X Link](https://x.com/efarrellgregory/status/2017660299797463378)  2026-01-31T18:04Z [---] followers, [---] engagements


"@manaafsari thomas h. point would be so disappointed"  
[X Link](https://x.com/efarrellgregory/status/2019156808183509142)  2026-02-04T21:11Z [---] followers, [--] engagements


"my brilliant friend wrote a brilliant essay It began with Trump staffers picking flowers in the moonlight and ended at a dinner party convened to fix the fertility crisis. Somewhere in between I realized that Gen Z dating has become a mirror for our online pathologies. My new essay on discourse without intercourse - out https://t.co/nWjcgePs9o It began with Trump staffers picking flowers in the moonlight and ended at a dinner party convened to fix the fertility crisis. Somewhere in between I realized that Gen Z dating has become a mirror for our online pathologies. My new essay on discourse"  
[X Link](https://x.com/efarrellgregory/status/2018132069432373502)  2026-02-02T01:19Z [---] followers, [---] engagements


"worth listening Vice President JD Vance announces international plan for critical minerals: Together we want members to form a trading bloc among allies and partners. One that guarantees American access to American industrial might while also expanding production across the entire zone. https://t.co/ukvpiLHCbo Vice President JD Vance announces international plan for critical minerals: Together we want members to form a trading bloc among allies and partners. One that guarantees American access to American industrial might while also expanding production across the entire zone."  
[X Link](https://x.com/efarrellgregory/status/2019106083596337570)  2026-02-04T17:49Z [---] followers, [---] engagements

Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing

@efarrellgregory Avatar @efarrellgregory Farrell Gregory

Farrell Gregory posts on X about china, in the, link, future the most. They currently have [---] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

Engagements: [-----] #

Engagements Line Chart

  • [--] Week [-------] -81%
  • [--] Months [---------] +6,633%
  • [--] Year [---------] +112%

Mentions: [--] #

Mentions Line Chart

  • [--] Week [--] -67%
  • [--] Months [--] -75%
  • [--] Year [---] +162%

Followers: [---] #

Followers Line Chart

  • [--] Week [---] +3.10%
  • [--] Months [---] +67%
  • [--] Year [---] +545%

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CreatorRank Line Chart

Social Influence

Social category influence countries 29% finance 8% travel destinations 2% vc firms 1%

Social topic influence china 15%, in the 9%, link 7%, future 5%, copper #1690, ai 4%, if you 3%, chain 3%, saudi arabia 3%, the most 2%

Top accounts mentioned or mentioned by @joinfai @simonsarris @thomashochman @americanmoment @defenseanalyses @sourishjasti @zoeytang1007 @intelchentwo @vishnuman0 @antondleicht @saroshnagar @liampatell @samwinterlevy @adoricko @hamandcheese @johnarnold @oyhsu @aarmlovi @timhwang @arisroussinos

Top assets mentioned Oklo Inc. (OKLO)

Top Social Posts

Top posts by engagements in the last [--] hours

"related to this site from @SourishJasti: magnesium is both one of the most needed materials for mass robotics and one of the most China-concentrated materials from the US perspective like Nd Pr and copper: the U.S. might face both supply constraints and China threats at once 1/ General-purpose robotics is the rare technological frontier where the US / China started at roughly the same time and there's no clear winner yet. To better understand the landscape @zoeytang_1007 @intelchentwo @vishnuman0 and I spent the last [--] weeks creating a deep dive https://t.co/6ZMspXRr4o 1/ General-purpose"
X Link 2026-02-04T19:24Z [---] followers, [---] engagements

"international tin council mentioned The Trump administration wants to create a critical minerals trading bloc that will use tariffs to maintain price floors and defend against Chinese cheaper supply. (Dj vu of 20th century commodity policymaking -- anyone old enough to remember the International Tin Council) The Trump administration wants to create a critical minerals trading bloc that will use tariffs to maintain price floors and defend against Chinese cheaper supply. (Dj vu of 20th century commodity policymaking -- anyone old enough to remember the International Tin Council)"
X Link 2026-02-04T22:19Z [---] followers, [----] engagements

"get ready for more "unhinged" commodity pricing--copper especially Copper prices have been high they likely have to go much higher to close the supply - demand gap. We just published on this today: https://t.co/F62Fr7Pm0L Copper prices have been high they likely have to go much higher to close the supply - demand gap. We just published on this today: https://t.co/F62Fr7Pm0L"
X Link 2026-02-02T16:05Z [---] followers, [---] engagements

"bottom graph is US global share over the past five years immediate need to catch up New @JoinFAI report on export promotion: How we go about exporting the American AI stack matters enormously. Here the brilliant @anton_d_leicht @saroshnagar @LiamPatell & @SamWinterLevy argue to focus on what's most effective: deep targeted investments in priority markets. https://t.co/JxGvhevWPB New @JoinFAI report on export promotion: How we go about exporting the American AI stack matters enormously. Here the brilliant @anton_d_leicht @saroshnagar @LiamPatell & @SamWinterLevy argue to focus on what's most"
X Link 2026-02-05T22:51Z [---] followers, [----] engagements

"I'm writing a thesis on Chinese perspectives on the potential of AGI AI [----] scenario predicted that early [----] would see widespread use of agentic coding agents. It has. The next development would be China waking up mid-2026 to the full potential of AI. We'll see"
X Link 2026-02-06T20:59Z [---] followers, [---] engagements

"RT @ADoricko: Mankind was made to explore the stars and construct monuments to majesty But we celebrate gamblegooning and dopaminergic ens"
X Link 2026-02-08T20:17Z [---] followers, [---] engagements

"Not all minerals are equally critical I put together a study guide with @americanmoment that focuses only on the most important opportunities for reindustrializing raw material production capacity and decreasing reliance on China. No group I'd rather work with. Read here: NEW: Critical Minerals An Introduction ⚙⚡ We dont have a critical minerals problemwe have a prioritization problem. Our latest Study Guide this one alongside @efarrellgregory and @JoinFAI is out now: https://t.co/sTwYNvF2tc NEW: Critical Minerals An Introduction ⚙⚡ We dont have a critical minerals problemwe have a"
X Link 2026-02-10T15:44Z [---] followers, [----] engagements

"a slow process over decades but my generation is now left absolutely no with widely-acceptable moral language to counter sin. none what's left is widespread ambivalence and small-mindneness and lack of concern for one's fellow man let people just enjoy things. people should be allowed to make their own decisions. as long as they're not hurting anyone else it's fine when the reliable pathways to a better life are systemically closed when commitment and dignified work are no longer options for so many how can you be surprised all that remains is the nihilistic embrace of chance and those who"
X Link 2026-02-10T17:00Z [---] followers, [----] engagements

"do things that matter. this is a good way to get started: America is the greatest country in the world. But we need more founders working on real problems. If you are in the early stages of building something that matters you have to be in El Segundo. Apply to the Spring Cohort in bio. Deadline February 20th. https://t.co/wPhXt7gygf America is the greatest country in the world. But we need more founders working on real problems. If you are in the early stages of building something that matters you have to be in El Segundo. Apply to the Spring Cohort in bio. Deadline February 20th."
X Link 2026-02-10T17:25Z [---] followers, [---] engagements

"the minerals arent some disconnected policy vertical. revitalize mineral production as part of a stronger industrial base with better jobs for american workers. decrease foreign reliance for fewer entanglements abroad. its all connected American Moment's Study Guides are the key to understanding the critical policy problems and praxis that we prioritize in the America First movement. If you are a junior policy staffer looking to learn more about critical minerals this is the study guide for you. American Moment's Study Guides are the key to understanding the critical policy problems and"
X Link 2026-02-10T21:54Z [---] followers, [----] engagements

"RT @hamandcheese: It's worse than than that. A pure software singularity could cause a sudden reversal of fortunes for the US: our compara"
X Link 2026-02-10T22:37Z [---] followers, [--] engagements

"RT @DefenseAnalyses: America needs a new breed of defense intellectual https://defenseanalyses.org/fellowship/ https://defenseanalyses.org/fellowship/"
X Link 2026-02-12T16:36Z [---] followers, [--] engagements

"good possibly the best output https://www.thefai.org/posts/quarterly-update-q4-2024 https://www.thefai.org/posts/quarterly-update-q4-2024"
X Link 2024-12-19T15:40Z [---] followers, [---] engagements

"you people have no idea what it's like to live in england"
X Link 2024-12-19T16:31Z [---] followers, [----] engagements

"@johnarnold Just 15% of global GDP on PPP adjusted basis. What's the source for the other stats Would be helpful for a book review I'm writing"
X Link 2024-12-21T15:11Z [---] followers, [---] engagements

"@oyhsu this but unironically"
X Link 2024-12-22T23:47Z [---] followers, [---] engagements

"America has the drive and resources to overcome our foreign critical mineral reliance -- we just need the administrative state to get out of the way. How Congress and state legislatures can embrace the movement to build: link below"
X Link 2024-12-23T16:49Z [---] followers, [---] engagements

"I argue in at mining dot com: the proposition is simple: no longer rely on China for lithium. there's a tech issue to overcome if we want to unlock domestic sources but building American replacements to PRC-based lithium processors is possible right now. link below:"
X Link 2024-12-26T10:36Z [---] followers, [---] engagements

"After the collapse of the Scholz government elections in February are an opportunity to change course. Germany's defense spending is still insufficient -- imperiling support for Ukraine and positioning for any future negotiations. My analysis below:"
X Link 2024-12-27T14:33Z [---] followers, [---] engagements

"when the (allegedly) world-class library has a critical review of the selected writings but not the selected writings themselves"
X Link 2024-12-27T21:13Z [---] followers, [---] engagements

"@simonsarris in lichtenstein tonight. didnt know about this place will stop by tomorrow"
X Link 2025-01-02T17:52Z [---] followers, [---] engagements

"@aarmlovi Text of the ESA incentivizes this behavior"
X Link 2025-01-04T19:12Z [---] followers, [---] engagements

"worth following @simonsarris bc theres a non-zero chance hell post a recommendation for the random austrian town youre passing through: eight years ago I made a rare solo trip to Austria to wander around some mountains (I really had no idea or plan). I came across a former convent that served a beef soup alas no wheels of cheese https://t.co/UGqcz1w2Qk https://t.co/riQ7Ey2qfp eight years ago I made a rare solo trip to Austria to wander around some mountains (I really had no idea or plan). I came across a former convent that served a beef soup alas no wheels of cheese https://t.co/UGqcz1w2Qk"
X Link 2025-01-07T21:19Z [---] followers, 14.2K engagements

"added bonus: it has toboggans"
X Link 2025-01-07T21:23Z [---] followers, [---] engagements

"@simonsarris very open the woman working there was delightful. not sure how you got there but i just hiked up from the bottom of the mountain. if you have any recommendations for vienna thatll be tomorrow"
X Link 2025-01-07T21:34Z [---] followers, [---] engagements

"moss of southern switzerland:"
X Link 2025-01-10T22:00Z [---] followers, [---] engagements

"In case you want to know why Greenlands utility as a source of rare earth minerals is limited: Some people asked me to elaborate on this and I'm more than happy to do so. So in Greenland there are two major rare earth deposits that often hit the headlines: Kvanefjeld and Tanbreez I'll cover Tanbreez in this post (will write something on Kvanefjeld later) as it has https://t.co/kPdyWH2DOx Some people asked me to elaborate on this and I'm more than happy to do so. So in Greenland there are two major rare earth deposits that often hit the headlines: Kvanefjeld and Tanbreez I'll cover Tanbreez in"
X Link 2025-01-12T14:27Z [---] followers, [---] engagements

"proximity to a botanical garden is an underrated quality of life measure"
X Link 2025-01-16T16:36Z [---] followers, [---] engagements

"@ThomasHochman @JoinFAI with that attitude you'll never do permitting reform in north korea"
X Link 2025-01-16T17:26Z [---] followers, [---] engagements

"Re: this order the NYT argues that invoking the Endangered Species Act exemption is too procedurally onerous to be worth it. But this ignores a key provision: the Secretary of Defense can grant this exemption automatically if the project is critical to national security. https://t.co/ZolPqO7C0m Re: this order the NYT argues that invoking the Endangered Species Act exemption is too procedurally onerous to be worth it. But this ignores a key provision: the Secretary of Defense can grant this exemption automatically if the project is critical to national security. https://t.co/ZolPqO7C0m"
X Link 2025-01-29T15:19Z [---] followers, [---] engagements

"@ThomasHochman bold assumption that time amongst the amish wouldn't vastly improve my poasting"
X Link 2025-01-30T15:25Z [---] followers, [--] engagements

"@timhwang on it"
X Link 2025-01-30T19:07Z [---] followers, [--] engagements

"soft power is an extension of force projection and perceived superiority. aka hard power. at its best soft power (if it exists) can augment our strength not replace it"
X Link 2025-02-04T00:15Z [---] followers, [---] engagements

"if your definition of soft power is essentially bribes thats workable. if its an effort to promote your own values bc of a misplaced belief in your righteousness thats stupid. weve given away billions under the latter delusion and fallen behind as a result. time to change"
X Link 2025-02-04T00:28Z [---] followers, [---] engagements

"If you're an American watching right now you have no idea how bad it is over here I'm not british but I'm offended on their behalf. their government is (on a range of fronts) subverting the UK's national interest and future"
X Link 2025-02-04T23:15Z [---] followers, [--] engagements

"@arisroussinos im afraid that britain is more likely than not to replace its existing system with something far worse"
X Link 2025-02-05T23:11Z [---] followers, [---] engagements

"vance speech at MSC was not speaking to a european audience. he was talking to americans who urgently need to update their views of europe. the continent is drifting away from our shared civic heritage. US needs a complete shift in policy as a result"
X Link 2025-02-15T02:24Z [---] followers, [---] engagements

"@maxb____ @DefenseAnalyses is this that transatlantic alliance everyone's talking about these days"
X Link 2025-02-21T16:45Z [---] followers, [---] engagements

"you people have no idea what it's like to live in england pt [--] you people have no idea what it's like to live in england https://t.co/vAz6ZpyQaX you people have no idea what it's like to live in england https://t.co/vAz6ZpyQaX"
X Link 2025-02-23T15:10Z [---] followers, [----] engagements

"i've spent a while trying to get people to pay more attention to mineral security. but after several days of "ukraine's rare metal minerals" no more"
X Link 2025-02-25T23:51Z [---] followers, [---] engagements

"Vietnam will likely find balancing between Beijing and Washington more difficult in this administration. A comprehensive set of tariffs will limit Vietnam's industrial appeal. Read my explanation at the Oxford Diplomatic Dispatch: (link below)"
X Link 2025-02-26T17:57Z [---] followers, [---] engagements

"now that we have a Ukraine deal onto Australia: Amidst talks of a mineral deal in Ukraine Farrell Gregory examines the potential of a US investment in Australia' mining sector. Will this improve the US ability to secure critical minerals during Trump [---] Head over to STAIR to find out: https://t.co/GhVMtBfT9h https://t.co/xXmjwysYff Amidst talks of a mineral deal in Ukraine Farrell Gregory examines the potential of a US investment in Australia' mining sector. Will this improve the US ability to secure critical minerals during Trump [---] Head over to STAIR to find out: https://t.co/GhVMtBfT9h"
X Link 2025-02-28T12:53Z [---] followers, [---] engagements

"I wrote an article for mining dot com about what the first month of the trump administration tells us about its future critical mineral policy. link below:"
X Link 2025-03-02T16:42Z [---] followers, [---] engagements

"i'm not going to take the talk of european strategic independence seriously until they put out a rearmament compass"
X Link 2025-03-06T09:57Z [---] followers, [---] engagements

"against British stagnation come through on thursday https://lu.ma/vqfi5jlo https://lu.ma/vqfi5jlo"
X Link 2025-03-10T12:39Z [---] followers, [---] engagements

"we've never been so back @JoinFAI"
X Link 2025-03-10T14:17Z [---] followers, [----] engagements

"US and China are developing competing railroads to secure the cobalt and copper in the DRC. Here's what's going on: 🧵1/8"
X Link 2025-03-12T14:25Z [---] followers, 11.1K engagements

"Lobito (left) is the US-backed project. TAZARA (right) was built by China in the Mao era. It's no coincidence that they lead to the same spot: the logistical heart of African copper and cobalt. 2/8"
X Link 2025-03-12T14:25Z [---] followers, [---] engagements

"Without cobalt America can't make lithium-ion batteries and certain high-performance alloys. Uncertain access to cobalt threatens essential military and commercial manufacturing 3/8"
X Link 2025-03-12T14:25Z [---] followers, [---] engagements

"The FT article is about TAZARA and USAID. But the real story is the increasing effort to solidify access to these resources. It's a question of vertically integrated supply chains. 4/8"
X Link 2025-03-12T14:25Z [---] followers, [---] engagements

"Here are some concerning numbers: DRC supplies 80% of the world's raw cobalt China owns 15/19 best cobalt/copper sites in the DRC China refines 80% of the world's cobalt We're already reliant -- it's just a matter of how tightly China controls the supply chain. 5/8"
X Link 2025-03-12T14:25Z [---] followers, [----] engagements

"It's a race to see who can offer a better extraction route from Katanga to the coasts. TAZARA is poorly maintained and Lobito is just coming together. To accelerate and control their line China is seeking a concession from Tanzania and Zambia. 6/8"
X Link 2025-03-12T14:25Z [---] followers, [---] engagements

"The future of resource security isn't non-binding MOUs and loans. China didn't just finance TAZARA they built it too. If we want to really compete we have to be more active. The FT focus is completely wrong. After decades USAID funds wouldn't square that circle. 7/8"
X Link 2025-03-12T14:25Z [---] followers, [---] engagements

"The Trump admin has already made mineral security a priority issue. In the next few years its Congo/Zambia/Tanzania policy should reflect that urgency. 8/8"
X Link 2025-03-12T14:25Z [---] followers, [---] engagements

"You can read a more in-depth overview that I wrote last year: https://innovation.army.mil/News/Article-View/Article/3938204/china-in-the-democratic-republic-of-the-congo-a-new-dynamic-in-critical-mineral/ https://innovation.army.mil/News/Article-View/Article/3938204/china-in-the-democratic-republic-of-the-congo-a-new-dynamic-in-critical-mineral/"
X Link 2025-03-12T14:25Z [---] followers, [---] engagements

"Saudi Arabia could be a key partner for reducing critical mineral dependence on China. Here's how: 🧵 1/7"
X Link 2025-03-17T15:04Z [---] followers, [----] engagements

"we're already harmed by losing out on manufacturing and its network effects. those consequences will be even more severe unless we choose to reindustrialize. watch vance's speech then read below The thing I really appreciate about VP Vance's discussion of manufacturing here is that he makes a hayekian case for reindustrialization. He says that by losing manufacturing we lose the benefits of what he calls "network effects" and specialized urban knowledge clusters. https://t.co/JuCv3zfJ4E The thing I really appreciate about VP Vance's discussion of manufacturing here is that he makes a"
X Link 2025-03-18T17:59Z [---] followers, [----] engagements

"writing a piece and trying to find a snappy name for "reshoring vulnerable raw material supply chains by developing domestic mining and processing capacity as part of a larger strategy of manufacturing revitalization." a bit wordy. jump in with suggestions"
X Link 2025-03-18T18:07Z [---] followers, [---] engagements

"We need to be very careful about how we deal with the DRC. A few thoughts since this idea seems to have legs: 1/5"
X Link 2025-03-19T20:01Z [---] followers, [---] engagements

"we'll see if this changes Niger figured out that China has no real expeditionary military capacity at all and is not actually a world military power. Unlike the USA or even Ru you can actually just kick them out and take the stuff they built. Niger figured out that China has no real expeditionary military capacity at all and is not actually a world military power. Unlike the USA or even Ru you can actually just kick them out and take the stuff they built"
X Link 2025-03-20T10:18Z [---] followers, [---] engagements

"many people are saying The Foundation for American Innovation is when you have drones and information warfare to defend your abundance. The Foundation for American Innovation is when you have drones and information warfare to defend your abundance"
X Link 2025-03-21T16:09Z [---] followers, [---] engagements

"Reindustrialization starts from the ground up. Read my thoughts on VP Vance's American Dynamism speech @TheNatlInterest. Link below"
X Link 2025-03-27T15:18Z [---] followers, [---] engagements

"British Steel has announced plans to close its two blast furnaces in Scunthorpe signalling the end of steel production in the UK after more than [---] years https://t.co/0U2EPof9gb British Steel has announced plans to close its two blast furnaces in Scunthorpe signalling the end of steel production in the UK after more than [---] years https://t.co/0U2EPof9gb"
X Link 2025-03-28T12:54Z [---] followers, [---] engagements

"@JoinFAI apply to work with some of the best people in dc"
X Link 2025-04-01T16:01Z [---] followers, [---] engagements

"it's happening. come through if you're in the vicinity. link below:"
X Link 2025-04-01T16:34Z [---] followers, [---] engagements

"I'm excited about the future. are you"
X Link 2025-04-03T20:47Z [---] followers, [---] engagements

"i'll be home in two months"
X Link 2025-04-05T19:11Z [---] followers, [---] engagements

"@ThomasHochman @SecretaryWright @oklo @DCC_org @NEI Great work"
X Link 2025-04-14T13:04Z [---] followers, [---] engagements

"@JoshuaSteinman America can and should step in to stop Britain. My thoughts: https://nationalinterest.org/feature/us-should-stop-britain-disastrous-chagos-deal https://nationalinterest.org/feature/us-should-stop-britain-disastrous-chagos-deal"
X Link 2025-04-15T22:26Z [---] followers, [---] engagements

"@ZacharyGraves very based in reality"
X Link 2025-04-16T11:26Z [---] followers, [--] engagements

"@TheEdwardHowell @fbasboll @johnmaier_ @MaximumCities see you there"
X Link 2025-04-22T10:30Z [---] followers, [--] engagements

"President Trump chose Saudi Arabia for his first official trip abroad in mid-May. Why In his second term the President has the opportunity to deepen cooperation with Riyadh to further a larger vision of supply chain retrenchment and military rebalancing. 1/10"
X Link 2025-04-22T15:00Z [---] followers, [---] engagements

"that's the entire program: let's use what we have here but geological reality means we'll have to work with partners abroad. You can't undercount how stagnant domestic mining is. Durin will play a big role in making American mining dynamic again Rare earths are critical but there's only one exceptional deposit in the US. We need to be partnering abroad as well Rare earths are critical but there's only one exceptional deposit in the US. We need to be partnering abroad as well"
X Link 2025-04-24T13:21Z [---] followers, [----] engagements

"America will never achieve strategic material independence if we keep allowing this to happen. For far too long our investment has sustained China's leverage against us"
X Link 2025-04-24T17:06Z [---] followers, [---] engagements

"beautiful day"
X Link 2025-05-02T12:39Z [---] followers, [---] engagements

"save me a copy. stateside in three weeks and back to work 🚨 BREAKING: Today FAI and our partners at @AmerCompass @IFP and @newindustrials released the Techno-Industrial Policy Playbook. This series of proposals is a far-reaching framework to restore America's technological leadership industrial might and national security. https://t.co/qbOOmKwUbj 🚨 BREAKING: Today FAI and our partners at @AmerCompass @IFP and @newindustrials released the Techno-Industrial Policy Playbook. This series of proposals is a far-reaching framework to restore America's technological leadership industrial might and"
X Link 2025-05-06T20:44Z [---] followers, [---] engagements

"The Industrial Revolution began in Britain. It shouldn't have to die there. Here's what America can learn from the UK's deindustrialization: What can Americans learn from the British experience with deindustrialization and its consequences @efarrellgregory explains. https://t.co/NX2CrK9zI6 What can Americans learn from the British experience with deindustrialization and its consequences @efarrellgregory explains. https://t.co/NX2CrK9zI6"
X Link 2025-05-08T13:41Z [---] followers, [----] engagements

"@JohnGardnerVoH Appreciate it Gotta love this country to want to fix it"
X Link 2025-05-08T13:42Z [---] followers, [--] engagements

""commerce not chaos" is the new framework for the middle east. relevant article of mine here: Saudi Arabia could be a key partner for reducing critical mineral dependence on China. Here's how: 🧵 1/7 https://t.co/eZWHHPofip Saudi Arabia could be a key partner for reducing critical mineral dependence on China. Here's how: 🧵 1/7 https://t.co/eZWHHPofip"
X Link 2025-05-14T14:47Z [---] followers, [---] engagements

"Worth reading. New tech but bureaucratic challenges haven't changed since WWII. Featured in the Trinity [----] issue of the Oxford Emerging Threats Journal with thanks to the editor @efarrellgregory Autonomous warfare demands a new way of thinking about defence policy if western powers want to outpace CRINK. https://t.co/yhtfU8od78 Featured in the Trinity [----] issue of the Oxford Emerging Threats Journal with thanks to the editor @efarrellgregory Autonomous warfare demands a new way of thinking about defence policy if western powers want to outpace CRINK. https://t.co/yhtfU8od78"
X Link 2025-05-19T17:47Z [---] followers, [---] engagements

"The Emerging Threats Journal Trinity Term [----] v1. Trojan horse data special forces diplomats drone organization and Japanese Navy AI usage:"
X Link 2025-05-19T17:50Z [---] followers, [---] engagements

""free markets shouldnt be the ultimate aim of our politics. Instead we should use them and other tools to improve the well-being of our people." https://www.wsj.com/opinion/jd-vance-the-market-isnt-the-purpose-of-u-s-politics-economics-92a8b3e7 https://www.wsj.com/opinion/jd-vance-the-market-isnt-the-purpose-of-u-s-politics-economics-92a8b3e7"
X Link 2025-05-29T13:49Z [---] followers, [--] engagements

"a few thoughts on @a16z 's critical minerals paper by @rmcentush and @espricewright. thread 🧵"
X Link 2025-05-29T16:48Z [---] followers, [---] engagements

"From exploration extraction processing and manufacturing tech is our edge. But China holds a number of levers that right now only government can respond to: price shocks strategic financing/PRI permitting etc"
X Link 2025-05-29T16:48Z [---] followers, [--] engagements

"I leave england tomorrow after a year of living here. Here's a thread of what I've seen:"
X Link 2025-05-30T14:09Z [---] followers, [---] engagements

"this country is worth fighting for. i wish my british friends the best of luck"
X Link 2025-05-30T14:09Z [---] followers, [---] engagements

"BESSENT : CHINA IS HOLDING BACK PRODUCTS ESSENTIAL TO INDUSTRIAL SUPPLY CHAIN -CBS INTERVIEW BESSENT : CHINA IS HOLDING BACK PRODUCTS ESSENTIAL TO INDUSTRIAL SUPPLY CHAIN -CBS INTERVIEW"
X Link 2025-06-01T17:13Z [---] followers, [---] engagements

"@AidenBuzzetti Relevant for raw material security too https://www.mining.com/the-45x-tax-credit-makes-a-difference-for-us-critical-minerals/ https://www.mining.com/the-45x-tax-credit-makes-a-difference-for-us-critical-minerals/"
X Link 2025-06-02T12:47Z [---] followers, [--] engagements

"Excited to be back Big month for the @joinFAI infra team @The_DanielKing is joining to work on BTM regs bringing the full-time team to a whopping four people. Plus fellows/interns: @efarrellgregory is returning to continue his critical mineral work while @MichaelShinkar will be expanding our Big month for the @joinFAI infra team @The_DanielKing is joining to work on BTM regs bringing the full-time team to a whopping four people. Plus fellows/interns: @efarrellgregory is returning to continue his critical mineral work while @MichaelShinkar will be expanding our"
X Link 2025-06-02T13:43Z [---] followers, [---] engagements

"Why does Trump have such a good relationship with the Saudis US and Saudi are aligned on regional autonomy diplomacy and mutually beneficial development. My thoughts here: (link below)"
X Link 2025-06-02T14:46Z [---] followers, [---] engagements

"parallel between 19th/21st centuries: great power aspirant leveraging human capital through novel educational forms america as a lagging adopter the american education system today is just as unfit for modern needs as it was before prussian inspired reforms in 19th century How has China systematically built a vast pipeline of AI talent My debut feature in FT Magazine explores the pivotal education program behind this achievement weaving in some personal reflections. Chinas Genius Plan https://t.co/MUZTIDaw6g How has China systematically built a vast pipeline of AI talent My debut feature in"
X Link 2026-01-31T18:04Z [---] followers, [---] engagements

"@manaafsari thomas h. point would be so disappointed"
X Link 2026-02-04T21:11Z [---] followers, [--] engagements

"my brilliant friend wrote a brilliant essay It began with Trump staffers picking flowers in the moonlight and ended at a dinner party convened to fix the fertility crisis. Somewhere in between I realized that Gen Z dating has become a mirror for our online pathologies. My new essay on discourse without intercourse - out https://t.co/nWjcgePs9o It began with Trump staffers picking flowers in the moonlight and ended at a dinner party convened to fix the fertility crisis. Somewhere in between I realized that Gen Z dating has become a mirror for our online pathologies. My new essay on discourse"
X Link 2026-02-02T01:19Z [---] followers, [---] engagements

"worth listening Vice President JD Vance announces international plan for critical minerals: Together we want members to form a trading bloc among allies and partners. One that guarantees American access to American industrial might while also expanding production across the entire zone. https://t.co/ukvpiLHCbo Vice President JD Vance announces international plan for critical minerals: Together we want members to form a trading bloc among allies and partners. One that guarantees American access to American industrial might while also expanding production across the entire zone."
X Link 2026-02-04T17:49Z [---] followers, [---] engagements

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creator/x::efarrellgregory
/creator/x::efarrellgregory